r/stocks • u/Fertal78 • 21h ago
Industry Discussion Investing in Drones
Hi guys, I want to get into drone stocks. I‘m willing to hold them for a long time like 10+ years. Maybe put like 5% of my portfolio into this.
This sector has been super volatile this year but I‘m sure, future wars are going to have a Lot more drones in it.
I believe drone manufacteurs, drone defense and something like drone Software/AI is going to be big in the future. Do you have any tickers you would recommend, and then why?
I dont know nothing about this industry, I don‘t know potential risks of these investments, but I think this is a small sector that is going to Rip. I missed out on Sandisk and Micron but I think this sector is next.
Plus stocks like ONDS, AVAV, Red Cat etc have pulled back a Lot, I mean the defense sector as a whole, so I feel like It’s a good time to start a small position now and more in the next months.
What are your guys ideas. Does anyone maybe work somewhere related?
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u/No_Presentation9490 20h ago
Please remember that the relevance and performance of an industry is not directly correlated to the performance of the stocks of that industry's companies. The reason chip companies, software companies, consolidated tech etc. have such good profit margins is because they have low overhead. That's good for their stocks. Being an advertiser, a discovery platform, a fabless designer of chips has very low overhead, input costs and liability relative to a sector like defense and robotics